1IA

1834 Investment Advisors Portfolio holdings

AUM $815M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$710M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.57M
3
+$6.65M
4
KEY icon
KeyCorp
KEY
+$5.81M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.22M

Top Sells

1
+$16M
2
+$6.65M
3
+$6.49M
4
MDT icon
Medtronic
MDT
+$6.06M
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$5.63M

Sector Composition

1 Technology 11.9%
2 Healthcare 10.78%
3 Financials 6.06%
4 Consumer Staples 3.74%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54M 0.22%
42,964
-2,247
77
$1.54M 0.22%
9,315
-4,132
78
$1.51M 0.21%
4,656
-64
79
$1.47M 0.21%
1,176
80
$1.47M 0.21%
8,702
-1,785
81
$1.4M 0.2%
7,124
-2,358
82
$1.38M 0.19%
4,655
-1,663
83
$1.34M 0.19%
35,760
+6,454
84
$1.33M 0.19%
8,010
-50
85
$1.23M 0.17%
22,965
-921
86
$1.2M 0.17%
20,114
-885
87
$1.16M 0.16%
8,457
-2,059
88
$1.16M 0.16%
14,475
-109
89
$1.15M 0.16%
36,311
-18,534
90
$1.15M 0.16%
13,552
91
$1.15M 0.16%
20,918
92
$1.09M 0.15%
6,429
+83
93
$1.05M 0.15%
6,028
+71
94
$1.04M 0.15%
9,712
-945
95
$1.02M 0.14%
49,074
-2,568
96
$1.02M 0.14%
6,313
-3,114
97
$1M 0.14%
10,850
+610
98
$932K 0.13%
8,617
-21,732
99
$920K 0.13%
17,606
+17,106
100
$919K 0.13%
5,824
+141
2 3
4
5 6